Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.623 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49577.29 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43535.52 Kr¶
PnL: ---------------------------------------> -1340.06 Kr¶
DD now: ---------------------------------> -6.67 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 10:00:05.453965'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 3.360000 | 1476.950000 | 53.950000 | 3.790000 | 1423.000014 |
| Hennes & Mauritz B | 6 | -0.620000 | 919.320000 | 7.320000 | 0.800000 | 912.000000 |
| Nederman Holding | 1 | -2.840000 | 205.000000 | 6.000000 | 3.020000 | 199.000000 |
| Profoto Holding | 7 | 0.000000 | 585.200000 | 3.200000 | 0.550000 | 581.999999 |
| Eastnine | 6 | 0.550000 | 660.000000 | 3.000000 | 0.460000 | 657.000000 |
| ASSA ABLOY B | 4 | -0.040000 | 988.400000 | -4.600000 | -0.460000 | 993.000000 |
| Biotage | 1 | -2.820000 | 138.000000 | -11.000000 | -7.380000 | 149.000000 |
| OX2 | 12 | -0.990000 | 897.600000 | -11.400000 | -1.250000 | 909.000000 |
| JM | 7 | -0.450000 | 935.900000 | -14.100000 | -1.480000 | 950.000002 |
| Atrium Ljungberg B | 5 | -0.560000 | 889.000000 | -15.000000 | -1.660000 | 904.000000 |
| AcadeMedia | 20 | -0.780000 | 962.400000 | -15.600000 | -1.600000 | 978.000000 |
| Gränges | 10 | 0.390000 | 1022.000000 | -17.000000 | -1.640000 | 1039.000000 |
| Bufab | 3 | -0.340000 | 1056.000000 | -20.000000 | -1.860000 | 1076.000001 |
| BioGaia B | 8 | 0.270000 | 882.400000 | -21.600000 | -2.390000 | 904.000000 |
| Investor B | 3 | -0.330000 | 635.550000 | -22.450000 | -3.410000 | 657.999999 |
| Vitrolife | 3 | -0.550000 | 653.400000 | -23.600000 | -3.490000 | 677.000001 |
| Latour B | 4 | -1.930000 | 831.600000 | -24.400000 | -2.850000 | 856.000000 |
| SKF B | 5 | 0.660000 | 954.750000 | -25.250000 | -2.580000 | 980.000000 |
| Addnode Group B | 7 | -0.950000 | 879.200000 | -25.800000 | -2.850000 | 904.999998 |
| Vitec Software Group B | 2 | -2.440000 | 1078.000000 | -26.000000 | -2.360000 | 1104.000000 |
| Sandvik | 4 | 0.340000 | 821.200000 | -26.800000 | -3.160000 | 848.000000 |
| Creaspac SPAC | 40 | -0.210000 | 3804.000000 | -30.000000 | -0.780000 | 3834.000000 |
| Byggmax Group | 33 | -0.490000 | 931.260000 | -35.740000 | -3.700000 | 966.999990 |
| Sagax B | 4 | -2.630000 | 845.200000 | -39.800000 | -4.500000 | 885.000000 |
| Hoist Finance | 36 | -0.190000 | 970.200000 | -40.800000 | -4.040000 | 1010.999988 |
| Alimak Group | 12 | -0.620000 | 966.000000 | -41.000000 | -4.070000 | 1007.000004 |
| HEXPOL B | 8 | -2.970000 | 913.600000 | -43.400000 | -4.540000 | 957.000000 |
| Hexatronic Group | 15 | -1.640000 | 1027.500000 | -43.500000 | -4.060000 | 1071.000000 |
| Sagax A | 4 | -3.670000 | 840.000000 | -46.000000 | -5.190000 | 886.000000 |
| INVISIO | 15 | -0.840000 | 3525.000000 | -47.000000 | -1.320000 | 3571.999995 |
| EQT | 4 | -2.730000 | 826.000000 | -47.000000 | -5.380000 | 873.000000 |
| Orrön Energy | 170 | -2.850000 | 1995.800000 | -50.200000 | -2.450000 | 2045.999980 |
| Platzer Fastigheter Holding B | 12 | -1.450000 | 895.200000 | -55.800000 | -5.870000 | 951.000000 |
| Catena | 2 | -1.160000 | 747.600000 | -58.400000 | -7.250000 | 806.000000 |
| Hexagon B | 26 | -0.770000 | 3357.900000 | -62.100000 | -1.820000 | 3420.000012 |
| VEF | 788 | -0.610000 | 1801.370000 | -101.630000 | -5.340000 | 1903.000300 |
| Sedana Medical | 93 | 2.030000 | 2617.020000 | -366.560000 | -12.290000 | 2983.577733 |
| TOTAL | 43535.520000 | -1340.060000 | -6.66987% | 44875.578016 |
Updated:¶
'2023-06-21 10:00:22.447922'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
